Growth-Focused Client Services Manager in Financial Planning

A financial planning firm in Gold Coast seeks an experienced client service professional to support Financial Planners and manage client queries. Responsibilities include implementing SOA's and maintaining client databases. Ideal candidates have 2-3 years' experience in the financial sector, excellent communication skills, and familiarity with Xplan. This...

A growing financial planning firm in Gold Coast seeks an experienced client service professional to support financial planners and manage client interactions. Ideal candidates will have 2-3 years in the financial advice sector, strong communication skills, and a focus on client service. This role offers opportunities for growth within a dynamic team,...

A boutique financial planning firm is seeking a Client Services Officer to enhance client experience. Responsibilities include managing client relationships, ensuring compliance, and supporting advisers. Ideal candidates have at least 1 year of related experience and strong organizational skills. The firm offers a great work-life balance, a supportive team,...

A financial planning firm in Gold Coast City is seeking a Senior Client Service Officer to manage client administration and support advisers. The role involves overseeing client onboarding, handling insurance applications, and maintaining task workflows. Candidates should have 2–5 years of experience in financial planning services and strong knowledge of...

We are a well-established financial planning firm seeking an experienced Senior Client Service Officer that is ready to step into a broader Client Services Manager role. This position oversees client administration, adviser support, insurance workflows, and CRM/task management. ABOUT THE ROLE Manage client onboarding, SOA/ROA implementation, and review...

We're seeking a detail-focused Client Services Officer to support our financial planning practice in Runaway Bay . This role suits someone who takes pride in accuracy, organisation, and delivering excellent client service. About the Role You'll provide administrative and client support to ensure the smooth delivery of financial advice and services. Working...

A leading financial advice practice on the Gold Coast is seeking an Associate to support the team and deliver exceptional client service. The ideal candidate will have completed or be pursuing a degree in Financial Planning and possess strong skills in communication and organization. This role will involve collaborating with Directors and applying financial...

Financial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...

A leading financial services firm is seeking a Team Lead for Client Services in Brisbane or Sydney. This role involves leading a team to ensure high service delivery standards, managing operational efficiency, and implementing strategic initiatives. Candidates should have at least 3 years of experience as a Team Leader in financial services, exceptional...

A leading financial services firm in Western Australia is seeking a Client Services Manager to enhance client experiences through proactive support. You will be responsible for managing client interactions, maintaining accurate compliance documents, and assisting Financial Advisers. Ideal candidates will have experience in client services, strong...